Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 19 "Understanding and Overcoming Financial Abuse" features  Jacqueline Schadeck, Founder of Golden Wealth Strategies.

After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth.

Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry. Jacqueline is also the host of PBS Atlanta's "My Money Mentors", a half-hour docu-reality series dedicated to making financial literacy enjoyable and empowering for young adults.

In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor’s degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia.

Connect with Jacqueline:

Learn More About Golden Wealth Strategies: Golden Wealth Strategies [https://goldenws.com/]

Connect with Jacqueline on Instagram: @jacquelineplans [https://www.instagram.com/jacquelineplans]

Connect with Jacqueline on 𝕏: @Jacquelineplans [https://x.com/Jacquelineplans]

Connect with Jacqueline on LinkedIn: Jacqueline Schadeck [https://www.linkedin.com/in/jacqueline-schadeck-cfp%C2%AE-awma%C2%AE-7151a8b7/]   Check out Jacqueline's Show: My Money Mentors [https://www.wabe.org/mymoneymentors/]  

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital]

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed du

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 18 "Supporting Small Business Through Micro Private Equity" features  Kyle Kuderewski, Operations Manager with WebStreet (formerly Empire Flippers Capital).

Kyle blends expertise in passive investing, entrepreneurship, and alternative investments. With a background in engineering management and a master's in project management, Kyle offers a unique perspective. Transitioning from the corporate world to WebStreet, Kyle found his niche in online business investing, aligning his goals with the company's vision. As a key figure at WebStreet, he spearheads efforts to make online businesses a viable passive investment option for accredited investors.

Connect with Kyle:

Learn More About WebStreet: WebStreet [https://webstreet.co/]

Follow WebStreet on 𝕏: @WebStreetLLC [https://x.com/WebStreetLLC]

Connect with Kyle on LinkedIn: Kyle Kuderewski [https://www.linkedin.com/in/kkuderew/]  

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital]

 

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.

All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective comp

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 |  Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode Shana sits down with legendary hedge fund manager, Cliff Asness, to discuss how advisors can best evaluate alternative investment strategies whether public or private.

Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is a trustee for the American Enterprise Institute and the Atlas Society. He is on the governing board of the Institute of Mathematical Finance at NYU, the ambassador board of the Journal of Portfolio Management and a board member for the Q-Group. He is a member of the board of trustees and the investment committee for the National World War II Museum.  He is also an advisory board member for the Adam Smith Society.

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).

Notable Contributions
 * Received the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research.
 * Five-time winner of the Bernstein Fabozzi/ Jacobs Levy Award and two-time winner of the Graham and Dodd Award for his research.
 * Vaughan Executive in Residence at the University of Missouri's Trulaske College of Business.
 * Member of the governing board of the Courant Institute of Mathematical Finance at NYU.
 * Named one of the 50 Most-Influential People in Global Finance by Bloomberg Markets magazine.

Learn More About AQR Capital Management: AQR  [https://www.aqr.com/]

Connect with AQR on 𝕏: @aqrcapital [https://x.com/aqrcapital]

Connect with Cliff on 𝕏: @CliffordAsness [https://x.com/CliffordAsness]

Read Cliff's Research: Cliff's Perspectives [https://www.aqr.com/Insights/Perspectives]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Connect with Banrion on 𝕏: 

What's the Alternative? | Episode 14 |  The Smoothing Effect featuring Cliff Asness

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 17 "The Psychology of Investing" features  Eben Burr, President of Toews Asset Management.

As President of Toews Eben helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and emotional wellbeing in mind. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.   

Eben is a lecturer and coach of applied behavioral finance as part of the Toews Managing Investor Behavior™ program. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. He holds the Series 7, 65, & 63 licenses. Prior to joining Toews, Eben was the principal of the Burr Tibbs Group, consulting for private equity and high net worth individuals in New York City real estate. Mr. Burr graduated from Oberlin College with a BA in history in 1995, attended architecture school in Paris at L’Ecole Bleue and received a Master’s Degree from Pratt in New York City in 1999. He is currently attending Kansas State University where he is pursuing a graduate certificate to become a Certified Financial Therapist, expanding on his experience to learn to train professionals who want to improve clients’ financial health by integrating relational, behavioral, cognitive and emotional elements with personal finance. He lives in Manhattan with his wife and son and lots of guitars.

Connect with Eben

Learn More About Toews Asset Management: Toews Corporation [https://toewscorp.com/]

Follow Toews on 𝕏: @toewscorp [https://x.com/toewscorp]

Connect with Eben on 𝕏: @ebenburr [https://x.com/ebenburr]

Connect with Eben on LinkedIn: Eben Burr [https://www.linkedin.com/in/eben-burr/]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]

 

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they d

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 |  The Psychology of Investing featuring Eben Burr

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode Shana sits down with Mike Vranjkovic, Managing Partner & Co-Founder at WebStreet, a firm that specializes in Micro Private Equity investing with a primary focus on e-commerce businesses.

Mike Vranjkovic is the Managing Partner at WebStreet, bringing extensive experience in finance and online business. He co-founded WebStreet with Justin Cooke and Joe Magnotti, the owners of Empire Flippers, the world's leading marketplace for buying and selling profitable online businesses. With over a decade of experience in the online sector, Mike has managed multiple departments at Empire Flippers and has been involved in hundreds of online business transactions. Following his tenure at Empire Flippers, he successfully launched several online ventures, including a seven-figure eCommerce brand. Mike began his career in finance in Chicago and holds a degree from DePaul University.

Learn More About WebStreet: WebStreet (Formerly Empire Flippers Capital) [https://webstreet.co/]

Connect with WebStreet on 𝕏: @WebStreetLLC [https://x.com/WebStreetLLC]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Connect with Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Connect with Shana on LinkedIn: Shana Orczyk Sissel [https://www.linkedin.com/in/shsissel/]

Connect with Shana on 𝕏: @shanas621 [https://twitter.com/shanas621]

If you are an advisor wanting to check out our platform, we want to hear your feedback! 

Sign up for a free trial! [https://alphabot.net/banrion-capital/]

Important Disclosures: 

The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight iss

What's the Alternative? | Episode 13 |  Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 16 "New Opportunities in Commercial Real Estate" features Cory Johnson, Co-Founder & CEO of Pender Capital.

Cory Johnson serves as Chief Executive Officer of Pender Capital and brings over 20 years of experience in real estate acquisition, development, finance, and asset management. Mr. Johnson co-founded Pender Capital Management in 2015 and is responsible for the firm’s strategic vision and financial success. The firm is an SEC-registered investment advisor, specialized in U.S. based real estate credit opportunities. Since inception, the firm has funded over $676,900,000 in loans, secured by commercial real property collateral valued in excess of $1,060,676,301*. Prior to Pender Capital, Mr. Johnson founded several opportunistic real estate funds, which deployed value-add strategies through asset repositioning, while maintaining attractive risk-adjusted returns for investors. In 2012, Mr. Johnson co-founded Latitude Properties, LLC, a vertically integrated real estate investment firm focused on the acquisition, stabilization, and disposition of distressed single-family residences throughout Central and Southern California.  In 2008, Mr. Johnson served as Managing Partner and Co-Founder of Paladar Capital Investments, L.P., and Montero Capital, LLC, with each fund specializing in the acquisition and repositioning of distressed single-family residential assets.  From 2006 to 2008, Mr. Johnson served as land acquisition manager for M.D.C. Holdings, Inc., the nation’s 9th largest homebuilder at the time, where he was responsible for acquiring prospective development sites based on suitability requirements. From 2002 to 2005, Mr. Johnson served as a business development representative for Weyerhaeuser Mortgage Company, a GE Consumer Finance company. During his tenure at GE Consumer Finance, Mr. Johnson’s team originated more than $525 million in residential debt.  Mr. Johnson holds a bachelor’s degree in economics from the University of California, Santa Barbara.

*The aforementioned collateral value is based on the value of the property at the time of origination, with funding issued through Pender Capital Asset Based Lending Fund I, L.P. (together with any of its affiliates), Pender Capital Management’s inaugural fund.

Connect with Cory:

Learn More About Pender Capital: Pender Capital [https://www.pendercapital.com/]

Connect with Cory on LinkedIn: Cory Johnson [https://www.linkedin.com/in/cory-johnson-30963486/]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any p

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 |  New Opportunities in Commercial Real Estate Featuring Cory Johnson

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode Shana sits down with Ben Lyons, Founder & Managing Director at LYNK Capital, to dive in to his passion for Real Estate investing.

In his 37-year career, the Managing Director of LYNK Capital, Ben Lyons, has learned a lot about real estate and investing. As a financial advisor, investor, and business owner, he has experienced his share of highs and lows, starting with modest roots in a middle-class family in Baltimore, MD. It was a chance encounter at an early age with a local real estate agent that formed the foundation for a career in real estate.

By the age of 25, he owned 100 rental properties and had a million-dollar lending business.

The beginnings, as they say, were humble. Originally planning for a future in community college, he instead went to work for a real estate company at the age of 18 for free. Determined to learn all he could about the business, he convinced his boss to place an ad in the money-to-lend section of the newspaper – he would work all the leads and split the profits with his boss 50/50. In January 1985, he collected over $10,000 in mortgage broker fee revenue, receiving $5,000 after the split.

“In one month, I went from earning $600 a month to $5,000. I thought I was rich. It was extremely exciting and only increased my motivation to learn and grow.”

After that, he read everything he could get his hands on and took mentors to lunch or dinner to learn what they knew. By the age of 21, he became the youngest licensed mortgage broker in Maryland and that year purchased a four-bedroom, two-bath home with a pool. His friends moved in and paid rent – becoming his first investment property.

Since that time, he has owned or managed over 375 residential and commercial real estate projects – and his lending organizations have produced more than $6.5 billion in mortgages. (He was previously an initial investor and large shareholder of a commercial bank, a title company, and three mortgage banks.)

His interests in real estate and financial freedom have produced some interesting insights – after decades of talking to hundreds of investors (many of whom are financially wealthy), he noticed that while everyone’s path to wealth was different, they all shared four things in common:

 * They created predictable and scalable monthly investable income to reinvest for growth.
 * They acquired assets, including stocks and real estate, for long-term growth.
 * They learned how to leverage people, money, and knowledge to accelerate their success.
 * They learned how to utilize time effectively.

It is on these principles that Ben believes anyone can find their path to financial freedom. He has recently authored his second book – this one in partnership with Ortus Academy [https://www.ortusacademy.com/], a financial literacy training company – to share his personal journey and financial formula for success. The book, titled From Worry to Wealth, is available for purchase and download.

“One of my favorite things is sharing my financial journey with others. There are several factors to determine financial success: our attitude about money and our education, which is not necessarily a college degree. Wealth is available to everyone. By understanding the components of wealth creation and applying them to your unique circumstances, you can build your own future, starting today.”

Learn More About LYNK Capital: 

What's the Alternative? | Episode 12 |  Be The Bank: Real Estate Debt Investing with Ben Lyons

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 15 "Alternatives Simplified" features Bobbi Ivanova, Managing Director & Investment Strategist with Simplify Asset Management.

Bobbi started her career as a risk manager at Goldman Sachs focusing on OTC FX and Interest rates instruments within the interbank channel. She then pivoted to the asset management arm of Goldman Sachs distributing investment strategies across various institutional investors including consultants, corporates, pension plans, and asset managers. Bobbi was overseeing 30bn in AUM on behalf of Goldman Sachs institutional clients. Afterward, she moved to New Zealand to pursue her MBA degree and was a Business Development Manager for a rapidly growing startup TAMP working closely with financial advisors. Bobbi holds an MBA from the University of Canterbury, a bachelor's degree from International Business School, and is a CFA and CAIA charterholder. Bobbi and her husband spend the weekends with their two boys enjoying the great outdoor activities in Utah.

Connect with Bobbi

Learn More About Simplify Asset Management: Simplify Asset Management [https://www.simplify.us/]

Follow Simplify on 𝕏: @SimplifyAsstMgt [https://www.x.com/SimplifyAsstMgt]

Check out Simplify's YouTube Channel: @SimplifyAssetManagement [http://www.youtube.com/@SimplifyAssetManagement]

Connect with Bobbi on LinkedIn: Bobbi Ivanova [https://www.linkedin.com/in/bobbi-ivanova-cfa-caia-bb566b94/]

Connect with Bobbi on 𝕏: @ivanovabobbi [https://twitter.com/ivanovabobbi]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason]

Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]

 

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary pros

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 |  Alternatives Simplified Featuring Bobbi Ivanova

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

In this episode Shana sits down with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, a leading provider of crypto solutions for financial advisors.

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is the Chief Investment Officer for Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds. He was previously CEO of ETF.com and Inside ETFs, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference. Matt is co-author of two publications for the CFA Institute Research Foundation: “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors.” He is a crypto columnist for Forbes, a three-time member of the Barron’s ETF Roundtable, a member of the ETFdb’s ETF Hall of Fame, and the eighth person to receive a Lifetime Achievement Award from ETF.com for contributions to the ETF industry. Hougan sits on the board of directors for Equbot, creator of the first AI-driven ETFs (in partnership with IBM Watson), and is a strategic advisor to multiple crypto- and financial advisor-related startups, including Blockworks, Stratifi, and Advisor Circle.

Learn More About Bitwise Asset Management: Bitwise Asset Management [https://bitwiseinvestments.com/]

Connect with Bitwise on 𝕏: @BitwiseInvest [https://twitter.com/BitwiseInvest]

Connect with Matt on 𝕏: @Matt_Hougan [http://www.twitter.com/Matt_Hougan]

Connect with Matt on LinkedIn: Matt Hougan [https://www.linkedin.com/in/matthew-hougan/]

Matt's Presentation to the CFA Society of Minnesota: A Guide to Bitcoin, Blockchain & Crypto for the Professional Investor [https://www.youtube.com/watch?v=svAHze-IJTU]

Matt's CFA Whitepaper: Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals [https://rpc.cfainstitute.org/research/foundation/2021/cryptoassets]

Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/]

Connect with Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital]

Connect with Shana on LinkedIn: Shana Orczyk Sissel [https://www.linkedin.com/in/shsissel/]

Connect with Shana on 𝕏: @shanas621 [https://twitter.com/shanas621]

If you are an advisor wanting to check out our platform, we want to hear your feedback! 

Sign up for a free trial! [https://alphabot.net/banrion-capital/]

 

Important Disclosures: 

The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future

What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 14 "Financial Education for the Tik Tok Generation" features Kristen Kelly & Jen Saarbach, founders of The Wall Street Skinny.

Kristen and Jen are two lifelong friends and proud nerds. They grew up pursuing other academic interests, but found their way into the financial services industry. They are podcasters, teachers, mentors, and community builders looking to inspire, educate, and entertain the next generation.

Kristen Kelly has spent over 15 years working and teaching in the financial services industry. After graduating from Brown University with a Bachelor’s Degree in Biomedical and Mechanical Engineering, and a Master’s Degree in Innovation, Management and Entrepreneurship (PRIME), she started her career at Morgan Stanley in New York City where she worked in the Fixed Income Sales and Trading Division on the CDO Structuring desk, on the Equity Linked Products and Project Finance desks in Global Capital Markets, and in the Financial Sponsors Group within the Investment Banking Division.

Because her passion has always been teaching, she decided to make the jump to a role in training and education and then spent over a decade at Training The Street (TTS), a leading global financial training firm before leaving to start The Wall Street Skinny with her best friend Jen. She has trained incoming analysts and associates at top tier investment banks, private equity mega funds, Fortune 500 companies, universities, and business schools all over the world.

Kristen is a mom to three girls (5 and under) and after spending 17 years in NYC, including five of those with kids, is making the move to a house with more space Boston, Massachusetts.

Jen Saarbach has spent nearly a decade working and teaching on Wall Street. After graduating from Princeton University with a degree in English, Jen leveraged her summer internship in Fixed Income Sales & Trading to land a full time job as an Interest Rates Derivatives specialist at Lehman Brothers. Jen spent the remainder of her career at Barclays Capital and Morgan Stanley, where she covered some of the world's largest hedge funds, asset managers, bank portfolios, mortgage servicers, pension funds, and insurance companies.

As someone who entered the financial services industry without a background in finance, Jen is passionate about democratizing access to Wall Street for EVERYONE. Co-founding The Wall Street Skinny with her best friend, Kristen, has enabled her to share her knowledge and expertise with the next generation. Jen also brings a talent for creative writing to an industry that can be -- let's face it --a little dry!

Jen is a mom to two boys and a Border Collie rescue dog in Charlotte North Carolina. She also has ten years of experience investing in and brokering residential real estate transactions.

Connect with The Wall Street Skinny:

Learn More About The Wall Street Skinny: The Wall Street Skinny [https://www.thewallstreetskinny.com/]

Connect on Instagram: The Wall Street Skinny [https://www.instagram.com/thewallstreetskinny/?hl=en]

LinkedIn: Kristen K [https://www.linkedin.com/in/kristen-kelly-71bb7814]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

What's the Alternative? Meet the Manager

Alternative investments don’t have to be complicated. Banrion Capital Management helps simplify investing in alternatives.

Banrion Capital Management

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